Ceera Investments’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.99M | Sell |
76,937
-1,760
| -2% | -$137K | 1.84% | 17 |
|
2025
Q1 | $6.41M | Sell |
78,697
-3,338
| -4% | -$272K | 2.21% | 12 |
|
2024
Q4 | $7.38M | Sell |
82,035
-1,798
| -2% | -$162K | 2.53% | 8 |
|
2024
Q3 | $5.21M | Buy |
83,833
+5,678
| +7% | +$353K | 1.96% | 15 |
|
2024
Q2 | $4.18M | Buy |
78,155
+10,582
| +16% | +$566K | 1.77% | 18 |
|
2024
Q1 | $4.02M | Buy |
67,573
+6,544
| +11% | +$390K | 1.76% | 21 |
|
2023
Q4 | $3.63M | Sell |
61,029
-12,280
| -17% | -$730K | 1.71% | 21 |
|
2023
Q3 | $3.08M | Buy |
73,309
+9,342
| +15% | +$392K | 1.67% | 22 |
|
2023
Q2 | $3.27M | Buy |
63,967
+4,155
| +7% | +$212K | 1.89% | 21 |
|
2023
Q1 | $3.49M | Buy |
59,812
+13,578
| +29% | +$792K | 2.22% | 18 |
|
2022
Q4 | $2.56M | Sell |
46,234
-1,761
| -4% | -$97.6K | 1.62% | 29 |
|
2022
Q3 | $2.57M | Buy |
47,995
+11,645
| +32% | +$623K | 1.7% | 27 |
|
2022
Q2 | $2.09M | Buy |
36,350
+10,948
| +43% | +$628K | 1.19% | 33 |
|
2022
Q1 | $2.72M | Buy |
25,402
+4,641
| +22% | +$497K | 1.36% | 28 |
|
2021
Q4 | $3.16M | Buy |
20,761
+11,070
| +114% | +$1.69M | 1.64% | 29 |
|
2021
Q3 | $2.5M | Sell |
9,691
-1,169
| -11% | -$301K | 1.37% | 32 |
|
2021
Q2 | $3.04M | Hold |
10,860
| – | – | 2.3% | 20 |
|
2021
Q1 | $2.2M | Buy |
+10,860
| New | +$2.2M | 1.79% | 28 |
|